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HomeSales and MarketingSales7 Best Salesforce Quoting Tools to Streamline Your Sales Process

7 Best Salesforce Quoting Tools to Streamline Your Sales Process

Best Salesforce Quoting Tools
Photo by Annie Spratt on Unsplash

There has been a boom in the market for CPQ software, with analysts predicting a growth of US$1.65bn to US$3.8bn by 2026.

Not without a reason:

Integrating a CPQ (Configure, Price, Quote) solution with Salesforce can bring numerous benefits to businesses of all sizes. Here are a few key reasons:

  • Streamlined sales process: A CPQ solution automates and simplifies the sales process by providing a centralized platform where sales teams can configure complex products, generate accurate quotes, and manage pricing.
  • Enhanced accuracy and efficiency: Automating pricing calculations, discounting, and product configurations, CPQ tools ensure accurate quotes that align with business rules and pricing guidelines. This improves quote turnaround times and increases sales productivity.
  • Improved sales effectiveness: Sales representatives can easily access up-to-date product information, cross-sell and upsell recommendations, and real-time pricing and discounting options. CPQ solutions also enable sales managers to track sales performance, identify bottlenecks, and optimize pricing strategies.
  • Flexibility and scalability: CPQ solutions are highly customizable to fit specific business needs and industry requirements. As businesses grow and evolve, CPQ solutions can scale accordingly, accommodating expanding product portfolios.
  • Integration with Salesforce ecosystem: CPQ solutions leverage the robust capabilities of Salesforce CRM, allowing sales teams to access customer data, manage quotes, and track opportunities within a single platform. This integration enhances data visibility, collaboration, and reporting, enabling sales managers to gain valuable insights into sales performance and make data-driven decisions.

If you’re utilizing Salesforce, you’ve probably heard about Salesforce CPQ. It is a complex tool well-suited for large companies, providing comprehensive solutions for their sales processes. However, once implemented, it can be challenging to transition away from it.

If you are a startup, small, or medium-sized business looking for a similar Salesforce quoting tool that is intuitive and user-friendly, alternatives are available.

This article will present seven top alternative Salesforce quoting tools that can streamline your sales process with simplicity and ease of use.

1. Sculptor CPQ

Sculptor CPQ is a comprehensive Salesforce quoting tool specifically designed for Salesforce users.

It is easy to integrate – easy to remove the application without losing your data in case you would like to switch solutions. It offers interactive sales quotes and helps accelerate deal closures.

Killer feature: no disruption to your internal processes compared to other Salesforce-native CPQ solutions, easy installation, and high customization flexibility.

Pricing model: subscription-based with a free trial period, plans starting from $89/month.

2. Conga CPQ (formerly Apttus)

Conga CPQ, born out of the merger between Conga and Apttus, offers a native Salesforce platform integration.

It provides high customizability and can handle complex requirements. While customization may require coding, it remains a robust option for businesses seeking flexibility.

Killer feature: ability to empower sales, partners, and customers to efficiently configure complex product and service offerings. 

Pricing model: no free plan, subscription plans are only available upon request.

3. DealHub

DealHub is a Tel Aviv-based sales-centric tool known for its straightforward quoting approach.

It excels in facilitating release management and minimizing errors for sales representatives. 

However, it may have limitations in post-sales activities such as upsells and renewals.

Killer feature: easy to implement, suitable for beginners. 

Pricing model: no free plan, subscription plans are only available upon request.

4. Zuora CPQ

Zuora, a pioneer in SaaS billing infrastructure, offers a CPQ solution that focuses on subscription management.

While it may lack scalability and require customization to address feature gaps, it remains a leading platform in the CPQ and billing space.

Killer feature: metrics that let you measure the financial impact of varied subscription changes.

Pricing model: no free plan, subscription plans are only available upon request.

5. Nue

Nue is a relatively new addition to the CPQ market, founded by industry veterans.

It boasts ease of implementation, usability, and seamless integration with Salesforce. It is particularly suitable for SaaS small and medium-sized businesses.

Killer feature: Nue enables you to easily create bundles, launch new add-ons, and monetize features with its simple and powerful interface.

Pricing model: no free plan, subscription plans are only available upon request.

6. Salesbricks

Salesbricks is a lightweight yet complete CPQ solution designed for early-stage SaaS companies.

It is highly praised for its ease of setup and ability to handle pricing, packaging, and contract lifecycle management workflows. While its integration with Salesforce is average, and some finance features may be missing, it is a solid foundation for companies in their initial stages.

Killer feature: The software provides advanced insights by displaying usage data alongside the quoting engine.

Pricing model: No free trial available, plans start with $99/month. 

7. Recurly

Recurly is another noteworthy CPQ tool that focuses on subscription billing and management.

It provides a range of features, such as revenue recovery, plan optimization, and dunning management, to help businesses maximize their subscription revenue streams.

Killer feature: The integration enables the automatic transfer of accounts, subscriptions, invoices, and other related data between Recurly and Salesforce.

Pricing model: Free plan available, subscription plans are only available upon request.

To Wrap Up

When it comes to Salesforce quoting tools, several options are available for businesses of different sizes and requirements.

Whether you need high customizability, sales-centric features, subscription management capabilities, or ease of implementation, these seven tools provide diverse solutions to streamline your sales process and improve efficiency.

Consider your specific needs and evaluate which tool aligns best with your business objectives. With the right Salesforce quoting tool in place, you can enhance your sales team’s productivity and close deals faster.

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